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Luminary logo — Visualize and manage trust & estate strategies on one platfo...

Luminary

Visualize and manage trust & estate strategies on one platform

Founded 2022 United States New York, United States 24 employees Convertible Note Total: $9.50M Finance, Information Technology

General Information

Company Name Luminary
Founded Year 2022
Location United States New York, United States
Employees 24
Industries Finance, Information Technology
Funding Stage Convertible Note
Social

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About Luminary

Luminary is a data and collaboration platform in the Finance and Information Technology industries, with the slogan "Visualize and manage trust & estate strategies on one platform." Founded in 2022 and based in the United States, the company has attracted significant attention from prominent investors and industry leaders. With a recent Convertible Note investment on 04 April 2024, Luminary secured backing from 8VC, Rockefeller Capital Management, and Focus Financial Partners. The company is led by experienced founders, including CEO David Barnard, former Head of Private Wealth at AllianceBernstein, and Chairman Joe Lonsdale, managing partner at 8VC and co-founder of Addepar and Palantir. Luminary addresses a pressing market need, with more than $100 billion in family and philanthropic giving capacity created annually but hindered by over a billion in annual access costs. The company's innovative solution automates the complex and inefficient estate planning process, serving leaders in the delivery of trust & estate outcomes, including wealth managers, professional services practices, and family offices. Luminary's software digitizes trapped information from original documents and facilitates visualization, what-if analysis, tax value creation tracking, and custom reporting. Additionally, the platform enables seamless collaboration with third parties, enhancing service delivery for shared clients. With a strong leadership team, prominent investors, and a compelling value proposition, Luminary is positioned for success in modernizing trust & estate services.

Business keywords: estate planning, trust services, data platform, collaboration software, wealth managers, family offices, venture capital, private wealth, investment analysis, tax optimization, wealth creation, Philanthropic giving, data digitization

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Convertible Note Undisclosed 3
8VC Rockefeller Capital Management
8VC, Rockefeller Capital Management +1
04 Apr 2024
Seed Round Undisclosed 1
2 | Twelve
2 | Twelve
01 Sep 2023
Venture Round $9.50M -
13 Feb 2023

Luminary Alternatives & Competitors

Luminary vs
Private Wealth Systems
Private Wealth Systems United States

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Luminary vs
Messer Financial Software
Messer Financial Software Hong Kong S.a.r.

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1 employees
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Luminary vs
Axial
Axial United States

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Venture round
212 employees
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FAQ About Luminary

Visualize and manage trust & estate strategies on one platform
Luminary was founded in 2022.
Luminary is headquartered in New York, United States.
Luminary operates in Finance and Information Technology. Its work centres on estate planning, trust services, data platform and collaboration software.
Luminary has approximately 24 employees.
Luminary has completed 3 funding rounds, raising a total of $9.50M. The latest funding stage is Convertible Note.
Top alternatives and competitors to Luminary include Private Wealth Systems, Messer Financial Software, Axial, InvestorPortaLPro, August One. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Luminary and Private Wealth Systems are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Luminary, https://bouncewatch.com/company/luminary, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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